| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 1,753,861 | 39,707,000 | 8.82% | ||
| 2 | UBS Group AG | 1,461,928 | 33,098,000 | 7.35% | ||
| 3 | Capital Advantage, Inc. | 1,355,366 | 30,685,000 | 6.82% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,199,574 | 27,158,000 | 6.03% | ||
| 5 | MORGAN STANLEY | 1,189,138 | 26,922,000 | 5.98% | ||
| 6 | DAVENPORT & Co LLC | 1,063,579 | 24,079,429 | 5.35% | ||
| 7 | Motley Fool Wealth Management, LLC | 991,315 | 22,443,000 | 4.98% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 991,039 | 22,437,000 | 4.98% | ||
| 9 | Evanston Investments, Inc., dba Evanston Advisors | 662,799 | 15,006,000 | 3.33% | ||
| 10 | Concert Wealth Management Inc. | 559,577 | 12,672,000 | 2.81% | ||
| 11 | AVIANCE CAPITAL MANAGEMENT, LLC | 511,204 | 11,574,000 | 2.57% | ||
| 12 | Ironwood Financial, llc | 471,065 | 10,665,000 | 2.37% | ||
| 13 | Vigilant Capital Management, LLC | 394,763 | 8,937,000 | 1.98% | ||
| 14 | ATWOOD & PALMER INC | 365,346 | 8,271,000 | 1.84% | ||
| 15 | COURIER CAPITAL LLC | 300,337 | 6,800,000 | 1.51% | ||
| 16 | HighTower Advisors, LLC | 287,623 | 6,508,000 | 1.45% | ||
| 17 | BERGANKDV WEALTH MANAGEMENT, LLC | 280,498 | 6,350,000 | 1.41% | ||
| 18 | Linscomb Wealth, Inc. | 269,507 | 6,102,000 | 1.36% | ||
| 19 | HENGEHOLD CAPITAL MANAGEMENT LLC | 264,654 | 5,992,000 | 1.33% | ||
| 20 | Carnegie Investment Counsel | 246,962 | 5,591,000 | 1.24% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 235,780 | 5,336,000 | 1.19% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 222,917 | 5,059,000 | 1.12% | ||
| 23 | Bluefin Trading, LLC | 222,528 | 5,036,000 | 1.12% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 196,951 | 4,459,000 | 0.99% | ||
| 25 | D.A. DAVIDSON & CO. | 184,346 | 4,173,000 | 0.93% | ||
| 26 | LPL Financial LLC | 170,002 | 3,849,000 | 0.85% | ||
| 27 | Legacy Private Trust Co. | 156,744 | 3,549,000 | 0.79% | ||
| 28 | ROYAL BANK OF CANADA | 150,850 | 3,414,000 | 0.76% | ||
| 29 | GOLDMAN SACHS GROUP INC | 150,048 | 3,397,000 | 0.75% | ||
| 30 | Raub Brock Capital Management LP | 148,364 | 3,359,000 | 0.75% | ||
| 31 | Buffington Mohr McNeal | 141,154 | 3,196,000 | 0.71% | ||
| 32 | VECTOR WEALTH MANAGEMENT, LLC | 132,125 | 2,991,000 | 0.66% | ||
| 33 | AMERIPRISE FINANCIAL INC | 122,396 | 2,788,000 | 0.62% | ||
| 34 | RPG FAMILY WEALTH ADVISORY, LLC | 114,671 | 2,596,151 | 0.58% | ||
| 35 | PARK NATIONAL CORP /OH/ | 110,223 | 2,496,000 | 0.55% | ||
| 36 | Advisors Preferred, LLC | 108,360 | 2,452,000 | 0.54% | ||
| 37 | Virtu KCG Holdings LLC | 107,185 | 2,426,000 | 0.54% | ||
| 38 | COOKSON PEIRCE & CO INC | 105,552 | 2,390,000 | 0.53% | SH | |
| 39 | Freedom Investment Management, Inc. | 104,791 | 2,372,000 | 0.53% | ||
| 40 | FCG ADVISORS, LLC | 103,777 | 2,350,000 | 0.52% | ||
| 41 | Frontier Wealth Management LLC | 102,640 | 2,324,000 | 0.52% | ||
| 42 | Neuberger Berman Group LLC | 91,260 | 2,066,000 | 0.46% | ||
| 43 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,482 | 2,026,000 | 0.45% | ||
| 44 | ASSET DEDICATION, LLC | 88,956 | 2,014,000 | 0.45% | ||
| 45 | Gradient Investments LLC | 83,760 | 1,896,000 | 0.42% | ||
| 46 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 78,090 | 1,768,000 | 0.39% | ||
| 47 | MADISON INVESTMENT HOLDINGS INC | 77,247 | 1,749,000 | 0.39% | ||
| 48 | STIFEL FINANCIAL CORP | 76,900 | 1,741,000 | 0.39% | ||
| 49 | LINCOLN NATIONAL CORP | 70,139 | 1,588,000 | 0.35% | ||
| 50 | Courage Miller Partners, LLC | 69,509 | 1,574,000 | 0.35% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
